中美资源战争

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美企对中国稀土宣战,一年逆袭?中哈连签10份协议,拿下关键订单
Sou Hu Cai Jing· 2025-06-19 08:21
Group 1: Rare Earth Industry - The U.S. is attempting to challenge China's dominance in the rare earth market, claiming it can break China's monopoly within a year, despite China's control over 70% of global rare earth mining and 85% of refining capacity [1] - U.S. companies lack the mature separation and purification technology that China has developed over 30 years, making the claim of a quick turnaround unrealistic [1] - The U.S. Department of Energy's funding for 15 rare earth projects has not resulted in any commercial production, highlighting the challenges faced by U.S. firms in achieving independence from Chinese technology [1] Group 2: Pharmaceutical Industry - Over 60% of daily-use medications and raw materials in the U.S. come from China, with 80% of basic drug raw materials like amoxicillin relying on Chinese supply [3] - The potential consequences of aggressive manufacturing repatriation policies could lead to a situation where U.S. pharmaceutical companies abandon the domestic market, resulting in a "no medicine available" scenario [3] Group 3: Nuclear Energy Sector - China has secured a significant nuclear power project in Kazakhstan, with the China National Nuclear Corporation becoming a strategic partner for Kazakhstan's nuclear energy development, valued at over $10 billion [3][5] - The comprehensive "full industry chain solution" provided by China, including financing and waste management, addresses Kazakhstan's needs more effectively than competitors [5] - The strategic partnership with Kazakhstan not only ensures uranium supply for China's new energy sector but also opens international markets for Chinese nuclear technology [5] Group 4: Broader Strategic Implications - The competition between the U.S. and China extends beyond trade deficits to a clash of development models, with China promoting a narrative of building a community with a shared future [7] - While the U.S. focuses on tariffs and political maneuvers, China is leveraging technology and capital to secure high-end manufacturing contracts and redefine globalization [5][7]